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Board Recruitment

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What’s the best way to find new board members?

While there is rarely one best way to do anything, when it comes to finding new board members a great way to start is to know what you’re looking for. Create a concrete list of traits or attributes you need to have represented on your board. You need to be strategic. You’ll hear this referred to as a board matrix. List desired traits, skills, and characteristics down the left column. In the top row, give each of your current board members a column, then check off which attributes each brings to the table. Basically, you’re doing an inventory of what you currently have “in stock” and identifying what you need to go find.

Knowing what you need makes it so much easier to know where to look! Need a lawyer? Talk to lawyers. Talk to people who know lawyers. Contact the local bar association. Need someone with lots of community contacts? Get acquainted with a member of a local service club. That person may not be interested but may well know someone who is. Share your specific need with your friends. They’ll have ideas.

Be aware that you don’t need a separate person for each trait. Often, you can find someone who will fulfill more than one need. For example, one board I served on wanted to have a lawyer on the board. Also, the board was mostly male “baby boomers” and wanted a better balance of perspectives. Through sharing their vacancy with people in the community, they found a female, Gen X attorney!

Here are some helpful resources:

Keep It or Toss It?

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Digital technology makes it so easy to create and store files. Over time, you can easily amass thousands of files (I have 26,443 on my laptop and counting). We don’t need all those files, and the more there are the harder it becomes to find the ones you do need. That’s where a document retention policy comes to the rescue.

There are files you want to keep. There are files you need to keep. The rest you can delete (or if they are on paper, shred and discard). A document retention policy tells you which are which and, for those you need to keep, how long you need to keep them. It’s also a policy that helps make sure you are in compliance with IRS regulations and keep your tax-exempt status.

If your nonprofit has not adopted a document retention policy yet, this is a good time to start the process. Familiarize yourself with the IRS regulations. Then, look at some samples and templates. Pick one that seems to best fit your organization and then customize. Finally, and most importantly, make sure everyone is familiar with the policy and follows it—including you!

Here are some good starting places:

Mileage Reimbursement for Volunteers?

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Should our nonprofit reimburse volunteers at the business rate because nonprofits are businesses? Or should we reimburse at the rate for charitable organizations?

First of all, whether or not to provide mileage reimbursement to your nonprofit’s volunteers is optional. So is the rate at which you choose to reimburse them. But there is an important caveat!

The IRS reimbursement rate for charitable mileage is currently 14 cents per mile. If a volunteer itemizes deductions and keeps track of miles driven for charitable purposes, that amount can be a deduction. But, if you choose to reimburse the volunteer at a higher rate, the volunteer must report the difference as income.

If you choose to offer mileage reimbursement to your volunteers, it is good practice to adopt a written policy that makes it clear what trips qualify, when and how the reimbursement will be made, and what documentation the volunteer must submit in order to be reimbursed.

Here are some sound resources on this topic:

Compliance Checklists

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When you’re running a nonprofit, you want to spend your time pursuing your mission, not filling out forms. But there’s no avoiding the fact there are a lot of details to worry about to keep your organization in compliance with various federal, state, and local laws and regulations. If you have employees, especially if you have many employees, compliance can be a big issue. Here are a few checklists that can help you keep track of some key compliance issues.

Nonprofits Compliance Checklist. CalNonprofits offers this basic checklist of key filings every incorporated nonprofit needs to be aware of and complete if appropriate. It includes such things as the Statement of Information which you need to file every other year, the Annual Registration with the Attorney General’s office, and the Federal Annual Information Return (forget to do that for three years running and you’ll lose your tax exemption!).

HR Compliance Toolkit. UST provides this set of ten resources that you can download for free (assuming you’re willing to share your email address). The HR Audit Checklist is a four page document that easily leads you through a simple self-assessment of what you’re doing right and what you might want to work on. Other handy tools in the kit include an interview checklist and an exit interview checklist.

Compliance Calendar. Do you offer medical benefits to your employees? If you do, you have more things you may need to file. Morris and Garritano provides an annual Compliance Calendar that can help you comply in a timely fashion.

5 or More Employees? Read this!

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California employers — including nonprofits — are required by state law to facilitate enrollment in the CalSavers program if they don’t offer an employer-sponsored retirement plan and have five or more employees. All eligible employers can register at any time prior to their registration deadline. The deadline for employers with more than 50 employees was June 30, 2021. The deadline for those with 5 or more is June 30, 2022.

Don’t get caught behind on this one! If you are not in compliance, you face a fine of $250 to $500 per employee. Click the the link below for full information.

https://employer.calsavers.com/home/employers.html

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